James Wehr is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has worked with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2001. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various investment programs tailored to client goals.

Michael Glozer is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fisher Investments, he worked at Churchill Management Group for 18 years and Focus Partners Wealth, LLC for one year. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process utilizing quantitative and qualitative research, and offers tax-aware strategies and risk management techniques.

Carole Maloney is a financial advisor at Ameriprise with 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Maloney serves on the board of directors for Conversations at Oatlands, a nonprofit organization based in Leesburg, VA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Robert Feisee is a CFP® professional with 25 years of industry experience. He is currently with Cambridge Investment Research Advisors and has been with the Cambridge group since 2017. Prior to this, he spent eight years at National Planning Corporation and practices law through Insight Law, PLLC. He is also involved in a marketing business, L35, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform options.

Erin Smith is a CFP®-credentialed financial advisor with 26 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. She previously worked at Accordant Advisory Group, Inc. and has been with Raymond James since 2000. Beyond her advisory role, she serves as Treasurer on the executive board of the nonprofit Middleburg Hunt and is president of Goose Creek Strategies, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using analytical and risk-profiling tools to support client goals.

Jon Wasilausky is Vice President and Financial Consultant at Fidelity Investments, where he leads a wealth management team focused on creating customized financial plans for clients and their families. He employs a collaborative and consultative approach to understand individual and family concerns, aiming to develop financial strategies tailored to unique goals. Jon has been with Fidelity Investments since 1993, progressing through various roles including Market Leader, Senior Branch Office Manager, Regional Sales Manager, and Branch Manager. His extensive experience spans wealth management, investment consulting, and branch leadership. He holds a California Insurance License. He resides in Northern Virginia with his wife and four sons.

Josephine Yeboah is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes roles at Bank of America, N.A., Old Dominion University, and lower.com. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Marcoux is a financial advisor with Ameriprise in Gainesville, VA, holding Series 63, 65, and 66 licenses and having eight years of industry experience. He previously worked at Edward Jones for six years, FVCbank for one year, and Sandy Spring Bank for two years. Marcoux also owns Mullinax LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Clifford Boyle Jr. is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Ryan Supplee is a financial advisor with Morgan Stanley in Leesburg, VA, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that integrates Global Investment Committee estimates and scenario modeling.

Mary Elizabeth Galvan is a financial advisor at Edward Jones in Purcellville, VA, holding a Series 66 designation with seven years at the firm and one year of industry experience overall. Prior to joining Edward Jones in 2019, she worked at George Mason Mortgage from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Justin Lee is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Charles Schwab in Leesburg, VA. His work history includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as prior experience with McAdam LLC, Temple University, and Cubix Inc. He has also been involved in non-financial business activities including work at Grafton Street Restaurant. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and centralized operational support.

Mee Teng Tan is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2026, Tan worked at Wells Fargo Bank and Wells Fargo Clearing from 2022 to 2026. Outside of financial advising, Tan co-owns a rental property in Singapore with a spouse. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Maloney III is a financial advisor with Ameriprise in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, Maloney serves as chairman of the board for Conversations at Oatlands and is involved in his family-owned business, ROYCO, Inc., which operates non-residential properties. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Malcolm Jews is a CFP® professional with four years of industry experience, currently with LPL Financial. His prior roles include positions at M&T Bank, United Brokerage Services, Truist Investment Services, Wells Fargo, and Morgan Stanley. He serves on the board of The Smart Cookie Foundation, a nonprofit supporting scholarships and grants for higher education. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jennifer Damme is a financial advisor with Edward Jones in Ashburn, VA, holding the CFP®, ChFC®, and Series 66 designations. She has nine years of industry experience, including prior roles at Bankers Life Securities Inc and Bankers Life and Casualty. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices.

Nathan Mc Laughlin is a Series 66-credentialed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

Christopher Richardson is a financial advisor with Cambridge Investment Research Advisors in Leesburg, VA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2012 and has been associated with HMS Financial Services Inc. since 1998. In addition to his advisory roles, he serves as Director of Business Development for Aurora Healthcare Resources Inc. and owns RRG Inc., where he provides financial and insurance services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals and employs a range of investment strategies and platform arrangements tailored to client objectives.

Mary Lynes is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds the CERTIFIED FINANCIAL PLANNER (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor (CRPC) designation. She also holds the Personal Investment Advisor (PIA) designation. Mary graduated from Georgetown University with a bachelor's degree and earned her master's degree at George Washington University, majoring in finance. She began her career in investments and financial markets in 1982. Her areas of focus include education planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. At Merrill Lynch, Mary and her team work with families and small business owners to assist in every aspect of their financial lives. They build structured plans based on clients' priorities to help achieve their financial goals. Outside of work, Mary enjoys cooking, dancing, fishing, gardening, hiking, music, spending time with her family, traveling, and yoga.

John May is a financial advisor at OSAIC with 47 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he spent 23 years with Lincoln Financial Advisors Corp. In addition to his advisory work, he teaches Social Security and IRA planning classes at his church several times a year. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with investment strategies that utilize asset allocation tools, risk-tolerance assessments, and automated rebalancing across diverse asset classes.